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Clinician and Office Manager access to records

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  • Ayelette

    Hi Rick,

    Clinicians always have access to their own clients' records and can print individual notes directly from a client's profile. However, the Account Owner has the exclusive ability to export a client's full medical record using the Settings > Data Export feature.

    For more detail on clinician roles and permissions, feel free to check out this Help Center guide: Team member roles and access levels.

    We're always evaluating which features will bring the most value to our customers. As part of this effort, we've created an Ideas & Suggestions Board where our customers can share the features that they'd like to see. When you post, vote, or comment on the ideas on this board, it means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. If you have a moment, I invite you to post your idea on this board.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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